Tag Archives: Asset Allocation
Avoiding 8 Big Mistakes in Retirement
Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and … Continue reading
IS THE FEDERAL RESERVE OUT OF CONTROL?
The short answer is YES! We have heard some FedSpeak in the last week or so that gives me cause for concern, and ergo the title of this post. It appears we may be facing a future when a government … Continue reading
#ZeroInterestRatesMatter – Party Like It’s 1999
What should an investor do? Markets are confounding. They appear to be almost predictable. Until they’re not! We are in an investment environment that reminds me of the technology bubble 16 years ago, and the markets are partying like it’s 1999. … Continue reading
Stocks – Is It 2008 Again? 3 Things To Do In Today’s Market
Those who have children or have been a child are familiar with questions from the back seat on a long car trip, “are we there yet?” Many of us feel the same in regard to the stock market’s recent and … Continue reading
Stocks Down Hard Today & This Week – Is It Time To Panic?
Investor’s Business Daily summarized the market today: “The stock market today stumbled as oil staged uneven declines following the confirmation of a sharp reduction to the International Energy Agency’s oil demand growth estimates for 2016. The change put the year’s … Continue reading
Stay Ahead of the Fed – Are Interest Rates Going to Begin Rising?
The Federal Reserve has been talking about raising interest rates for most of this year. Given their dependence on economic data, particularly employment numbers, it appears they are about to get serious. The next Open Market … Continue reading
“Ides” – Bill Gross’ Investment Outlook For 2015
Bill Gross is a legendary and respected portfolio manager, and according to Wikipedia, “William Hunt “Bill” Gross is an American financial manager and author. He co-founded Pacific Investment Management. Gross also ran PIMCO’s $270.0 billion Total Return Fund. Gross left Pimco … Continue reading
BALANCED INVESTING IS PART OF A BALANCED LIFE
As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios. We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading
It’s Time for Year-End Planning – A To-Do List
As we just entered the fourth quarter of the year, now is the time to begin the year-end financial planning process. It’s time to get serious about both financial and tax strategy, evaluating open enrollment options at work, and reassessing … Continue reading
Financial Freedom Planners 